Coveted Financial
We explore. We educate. We empower.

Banking Relationships

Banking Relationships

Shopping for a commercial loan is a daunting process. The legwork alone, from the composition of financial reports to the gathering of documents, is tedious and time-consuming. Not to mention the fact you have a business you are running at the same time. Coveted Financial understands. So much so, that this is the reason our firm started in the first place. Built by former bankers, our goal was, and is, to navigate the process for our clients, saving them time and money. Our team knows what lending institutions are looking for so we’re able create placement memos that make the process smooth and efficient. With accurate financial reports, we’re able to provide opportunities for the most competitive rates and terms available. But even more, we’re finding banks that understand your industry so when it’s time to purchase additional equipment or access a line of credit, they get it and they’re able to move fast.

a few ways we can help:

  • Assist in finding the right bank for your industry

  • Create bank placement memos for swift analysis

  • Review complex, aggregate credit structures

  • Establish secondary banking relationship if appropriate

  • Provide alternative lending situations

  • Review covenant compliance and borrowing base certificates

  • Negotiate favorable loan terms

We’re not a brokerage house looking to quickly place loans, collect a fee, and move on. We’re your outsourced CFO working with you to provide accurate financial statements to qualified banks. And while it may be a transactional relationship, we find most clients like to have us around for the long run to continue to navigate their finances.

Let’s discuss your options…

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